NDARX vs. AOR
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and iShares Core Growth Allocation ETF (AOR).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008.
Performance
NDARX vs. AOR - Performance Comparison
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NDARX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | -0.59% | 17.21% | 11.68% | 12.03% | -10.98% | 15.09% | 7.10% | 17.88% | -4.99% | 13.62% |
AOR iShares Core Growth Allocation ETF | -0.42% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
Returns By Period
In the year-to-date period, NDARX achieves a -0.59% return, which is significantly lower than AOR's -0.42% return. Both investments have delivered pretty close results over the past 10 years, with NDARX having a 7.91% annualized return and AOR not far behind at 7.81%.
NDARX
- 1D
- 1.62%
- 1M
- -4.80%
- YTD
- -0.59%
- 6M
- 1.78%
- 1Y
- 13.91%
- 3Y*
- 12.31%
- 5Y*
- 7.28%
- 10Y*
- 7.91%
AOR
- 1D
- 0.61%
- 1M
- -3.40%
- YTD
- -0.42%
- 6M
- 1.64%
- 1Y
- 15.12%
- 3Y*
- 11.88%
- 5Y*
- 6.12%
- 10Y*
- 7.81%
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NDARX vs. AOR - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is higher than AOR's 0.25% expense ratio.
Return for Risk
NDARX vs. AOR — Risk / Return Rank
NDARX
AOR
NDARX vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and iShares Core Growth Allocation ETF (AOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NDARX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.41 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.04 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.03 | -0.07 |
Martin ratioReturn relative to average drawdown | 8.65 | 8.76 | -0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NDARX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.41 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.59 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.74 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.66 | +0.14 |
Correlation
The correlation between NDARX and AOR is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NDARX vs. AOR - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 5.27%, more than AOR's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 5.27% | 5.78% | 3.07% | 3.37% | 5.60% | 4.29% | 2.91% | 4.03% | 4.29% | 2.68% | 2.86% | 0.00% |
AOR iShares Core Growth Allocation ETF | 2.56% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Drawdowns
NDARX vs. AOR - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, roughly equal to the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for NDARX and AOR.
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Drawdown Indicators
| NDARX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -24.44% | +0.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -7.62% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -21.72% | +3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -22.95% | -0.67% |
Current DrawdownCurrent decline from peak | -5.28% | -4.24% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -3.50% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 1.77% | -0.09% |
Volatility
NDARX vs. AOR - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 3.75%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.27%. This indicates that NDARX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDARX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 4.27% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 6.52% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 10.74% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 10.49% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 10.64% | -0.45% |